PEICX Mutual Fund

PEICX Mutual Fund

NAV$25.52
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Returns Overview

1 Month
-1.89%
3 Months
-1.19%
6 Months
+14.23%
YTD
+13.29%
1 Year
+19.07%
3 Years (annualized)
+19.28%
5 Years (annualized)
+11.28%
10 Years (annualized)
+11.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PEICX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+13.29%
Peer Avg (YTD)
+10.00%
vs Peers
+3.30%

PEICX Mutual Fund Performance

PEICX performance across multiple time periods: 1-month -1.89%, YTD 13.29%, 1-year 19.07%, 3-year 19.28%, 5-year 11.28%, 10-year 11.12%.

PEICX returns outperform the peer average of 10.00% YTD. With an expense ratio of 1.80%, investors should weigh costs against performance when evaluating this mutual fund.

PEICX vs another fund shows side-by-side returns. PEICX alternatives are available in the Mutual Fund Screener.